Benchmark Comparison Data
vs NIFTY 50
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Tata Large and Mid Cap Fund Direct · Growth

Fund vs NIFTY 50

Risk-adjusted performance metrics comparing this fund against its benchmark index across all available durations.

Duration Alpha Beta Upside Capture Downside Capture Fund CAGR Benchmark CAGR
1 Year -3.70 0.99 93.4% 98.1% -5.1% -1.4%
3 Years +1.66 0.94 91.7% 88.6% 11.9% 10.4%
5 Years +3.18 0.90 88.9% 84.0% 13.3% 10.5%
7 Years +4.03 0.86 87.1% 82.1% 14.2% 10.7%
10 Years +2.63 0.87 88.2% 84.3% 13.7% 11.8%
12 Years +4.30 0.88 89.9% 84.4% 14.8% 11.1%
15 Years +3.63 0.88 89.5% 84.1% 12.9% 9.6%